"Helping you Navigate your Financial Path.”
You spend time developing your patient's dental treatment plan, but how much time do you spend on your own “Financial Treatment Plan”? We believe when financial planning is done properly, there are many similarities to a treatment plan. Dental treatment plans are developed when a dentist and patient have an in-depth conversation regarding the course of their treatment. When necessary, the inclusion and coordination of additional specialists (periodontics, endodontics, orthodontics, prosthodontics, surgical, etc.) help round out the team. The proactive nature of this care hopefully curtails more severe issues as all parties are aligned and the process is streamlined for the patient. This is an ideal doctor/patient relationship.
As in dentistry and in financial planning, we believe taking a sound and systematic approach to your own “Financial Treatment Plan” can help reduce stress, accelerate your goals, and increase your overall financial comfort level. Through our process, appropriate steps can be identified and implemented to help determine a predictable and plan-able range of potential outcomes. When needed, we would work with your CPA, attorney, lender, and other key advisors in the planning process to help provide well-rounded advice. This can give you confidence in your decision making and helps avoid inaction. We believe this is an ideal client / financial planner relationship.
Our process is designed to streamline your planning experience while educating, organizing, and planning for the financial issues you may face. We invest the time necessary to understand what personal and practice goals are most important to you and then develop strategies to start working towards those goals. The main benefit of this process is to provide a personalized analysis that aligns your goals and objectives along with a plan of action.
An ongoing oral healthcare strategy has many positive benefits as does a financial plan. The following short video will show you how we can streamline your financial planning process.
Also, the following link will you a high-level overview of some of the services we offer. Financial Planning Services
Let's connect to make sure your “Financial Treatment Plan” is on track. firstname.lastname@example.org - 704.248.6771
Securities offered by Registered Representatives through Private Client Services, member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. RFG Advisory, NaviPath Financial, and Private Client Services are unaffiliated entities.